Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,483 | $157,296-35.5% | $141,191-28.1% | $152,897-33.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 21.50% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,694 | $5,262-29.8% | $4,736-22.0% | $4,764-22.5% |
| Participant deferral / active EE | $8,057 | $7,111+13.3% | $6,710+20.1% | $5,851+37.7% |
| Admin fee / account holder | $10,207 | $12,125-15.8% | $10,264-0.6% | $11,599-12.0% |